CRM Specialist
One CRM operator: answers any question over company data, researches companies, enriches and scores leads, verifies emails, and makes approval-gated CRM changes.
Category: Sales Outreach · Shown in the app as: Ravi
Hire Ravi in the Marketplace →How it runs
Runs when you ask: from its room, from the CMO chat, or as a step in a workflow.
Connections
- Apollo: optional. 10ex provides a shared account; connect your own in Settings → Integrations to use your plan.
What it can use
Knowledge search · Look up lead · Query CRM data · Read website · Update CRM records · Verify emails · Web research · Web search
Skills
These skills shape how it writes and decides. You can edit your copy of each one.
- Intent scoring skill
- Lead & company enrichment skill
Inputs
What you can give it for a run. You can also just describe the job in chat.
| Input | Type | Required | What it means |
|---|---|---|---|
task | string | Yes | What to do, a question over CRM data, research, enrichment, scoring, verification, or a CRM change. |
leads | list of objects | No | Optional CRM leads this task is about (picked from your leads or a lead list). |
segment_id | string | No | Optional segment (lead list) this task is about. |
Related
- Agents guide: hire, customize, run and schedule agents
- Approvals and guardrails
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